File size: 768 Bytes
fd4a081 08a975c cb62c63 | 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 | {
"market": "KR",
"phase": "recovery",
"phaseLabel": "회복",
"confidence": "high",
"signals": [
"CLI 급등 (+1.10)"
],
"sectorStrategy": {
"high": "overweight",
"moderate": "overweight",
"defensive": "neutral",
"low": "neutral"
},
"transition": null,
"quadrant": {
"quadrant": "stagflation",
"quadrantLabel": "스태그플레이션",
"growth": "falling",
"growthSignal": -20.0,
"inflation": "rising",
"inflationSignal": 0.94,
"assetImplication": {
"equity": "underweight",
"bond": "underweight",
"commodity": "overweight",
"gold": "overweight",
"tips": "overweight",
"cash": "overweight"
},
"confidence": "high",
"description": "성장 둔화 + 물가 상승 — 금·TIPS·현금 방어, 주식·채권 불리"
},
"computedAt": "2026-06-30T23:30:11.099509+00:00"
} |